Quote and charge metrics are calculated based on a specified number of billing periods or based on the term end date of the subscription. The metrics are displayed on the Quote Detail page.
For proper calculation of the quote metrics, the Zuora Connection user must have the Post Invoice permission.
If you implemented a custom code to display quote and charge metrics, see Populate Quote and Charge Metrics in Custom Code for the steps to retrieve the metrics from Zuora and display them on your custom quote page.
Quote metrics are available as of Zuora Quotes version 6.0.
See the Zuora Quotes Q4 2013 Upgrade for more information how to configure the Quote Detail page with a revised layout and update your quotes to trigger a recalculation to use quote metrics.
The MRR and TCV metrics are displayed for New Subscription quotes, and Delta MRR and Delta TCV metrics are displayed for Amendment and Renewal quotes.
The following quote metrics are available:
(Monthly Recurring Revenue)
Monthly recurring revenue (MRR) calculates subscription recurring fees normalized to a monthly value.
|Delta MRR|| |
Delta of the total MRRs between the original subscription and the amendment.
For renewals, this is the MRR of the new contract.
(Total Contract Value)
Total contract value (TCV) calculates the total recurring charges over the lifetime of a subscription. For instance, a three year contract billed annually at $50,000 per year has a total contract value of $150,000, assuming no activation or setup fees.
|Delta TCV|| |
Delta of the TCVs between the original subscription and the amendment.
For renewals, this is the TCV of the new contract.
|Sub-total||The quote subtotal for the specified billing periods, excluding discount charges and taxes.|
|Discount||The sum of all discount charges for the specified billing periods.|
|Tax||The tax calculated for the specified billing periods.|
|Total||The quote total for the specified billing periods, including discount charges and taxes.|
Quote metrics are calculated based on the Calculate Quote Metrics Through setting: Number of Billing Periods or End of Term
If the Calculate Quote Metrics Through value is set to a specified number of billing periods, quote metrics are calculated using the number of billing periods. Note that the number of billing periods option is treated differently for evergreen and termed subscriptions:
If the Calculate Quote Metrics Through value is set to the End of Term, quote metrics are calculated through the End of Term date based on the quote type:
Quote metrics are calculated automatically when a New Subscription quote or a Renewal quote is created. Quote metrics are recalculated and updated if you update:
Quote metrics are recalculated if any of the following Subscription Terms values are updated on a quote:
Additionally, quote metrics are recalculated if the Calculate Quote Metrics Through option (from Zuora Quotes) Default Value page or Quote Detail page) is updated.
Quote metrics are recalculated after updating any of the following charge values on the Product Selection page of a quote:
When the Discount % or Effective Price values on a tiered quote charge of a quote are updated, quote metrics are recalculated only when the updated tiered level is reached.
For example, if you update the Discount % on Tier 2 from 0 to 5%, this change will recalculate quote metrics only when Tier 2 pricing is reached.
Quote metrics are recalculated after updating any of the following discount values from the Product Selection page of a quote:
Quote metrics are recalculated after updating any information on the Sold To Contact page, including the address.
You can only update Sold To Contact information on a quote that has already been sent to Zuora.
Quote metrics are recalculated after adding or removing a product rate plan from the Product Selection page of a quote.
The recalculated metrics can be viewed when you go to the Quote Detail page.
You can set a default for calculating quote metrics based on a specific number of billing periods or through the end of a subscription term. See Configure Quote Settings for more information on this option.
To set the default calculation period for all quote metrics:
From the Quote Detail page, you can override the organization-level Calculate Metrics Through setting on the current quote. After setting and saving this value on the quote, metrics are calculated for this quote based on the Calculate Metrics Through value set on the quote.
The charge metrics are available for all quote types via the Quote Charge Detail (zqu__QuoteChargeDetail__c) object. The process to retrieve the metrics are:
The below metrics are available at the charge and charge summary level.
The charge level metrics do not appear on the Quote Detail page, by default. Refer to the steps described in Display Charge Level Metrics to configure Zuora Quotes to show the charge level metrics on the Quote Detail page.
If the Price Change Option of a product charge is set to Use Latest Product Catalog, quoting metrics for the charge reflect the catalog price at the time of quoting, and they may be out of sync if the charge was changed in Product Catalog between the time the quote is approved and the time the quote is sent.
To keep the metrics consistent through the quoting lifecycle, you should ensure the Product Catalog is current in Salesforce when creating and sending quotes with the Use Latest Product Catalog charge option.
The following limitations exist in the charge level metrics.
The Discount field is populated for:
The Discount field is not populated for: